Keep track of all the changes and activity in your account with the User Activity Log!
*Coming November 2024*
Keeping track of the ins and outs of your business is important. One way to do that in Details is to view the changes and activities within your account. With the User Activity Log, you can view live tracking of your users' activity and their daily changes to your events.
To know which user is making what changes, each user must have their own Authorized User subscription. To add a user to your account, navigate to 'Settings'>'Authorized Users' from the Main Menu and click the 'Send Team Member Invite' button. From there, fill in your user's information and click 'Send Invite.'
Check out this article to learn more about the process of adding additional users to your account: Account Information: Additional Users
To access the User Activity Log, click the Main Menu and select 'Company'>'Client Activity Log.' Here, you can view a full list of activities for your account. You can also utilize the 'Filter Search' section at the top of the page to filter out your results based on date ranges, context, user, and more.
The 'Context' search filter allows you to select from the system's main areas. These include options like 'Client,' 'Proposals,' 'Worksheet,' and more.
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The 'Sub-context' filter will show different pages or features in your chosen Context.
The 'Type' filter will then show you different actions that you would perform in the selected sub-context's page or feature.
In the 'User Activity' section, each activity will show the date & time that the activity happened, who it was that completed the activity, what the activity was, and even allow you to click directly into that area and view their changes. You'll also see valuable information like their IP Address should you ever need it.
